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Moody's
MCO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
651
Wedmont Private Capital
Pennsylvania
$746K +$34.3K +89 +5%
JAFL
652
Jay A. Fishman Ltd
Michigan
$737K – – –
WT
653
Whittier Trust
California
$735K -$198K -513 -22%
AAM
654
Azzad Asset Management
Virginia
$729K -$29.3K -76 -4%
JWCA
655
J.W. Coons Advisors
Ohio
$727K +$38.6K +100 +6%
ST
656
Spinnaker Trust
Maine
$723K +$21.2K +55 +3%
RMCM
657
Reynders McVeigh Capital Management
Massachusetts
$720K +$3.86K +10 +0.5%
CIA
658
Choate Investment Advisors
Massachusetts
$718K -$10.8K -28 -2%
PCS
659
Personal CFO Solutions
New Jersey
$717K -$15.8K -41 -2%
GA
660
Geller Advisors
New York
$716K -$47K -122 -6%
TAM
661
Trust Asset Management
Texas
$715K – – –
JWCA
662
J.W. Cole Advisors
Florida
$711K +$10K +26 +1%
RWM
663
Ritholtz Wealth Management
New York
$702K +$13.9K +36 +2%
BBHC
664
Brown Brothers Harriman & Co
New York
$692K -$13.1K -34 -2%
WKWM
665
Walter & Keenan Wealth Management
Indiana
$691K +$12.7K +33 +2%
HNWAG
666
High Net Worth Advisory Group
Florida
$685K – – –
MG
667
Mather Group
Illinois
$680K +$1.16K +3 +0.2%
AIP
668
Ameritas Investment Partners
Nebraska
$669K -$18.1K -47 -3%
BBA
669
Baader Bank Aktiengesellschaft
Germany
$668K +$153K +397 +30%
DBRC
670
D.B. Root & Company
Pennsylvania
$665K -$1.16K -3 -0.2%
PIMG
671
Patriot Investment Management Group
Tennessee
$664K -$77.5K -201 -11%
SVWAG
672
Sound View Wealth Advisors Group
Georgia
$663K +$6.94K +18 +1%
CI
673
Cigna Investments
Connecticut
$663K -$11.6K -30 -2%
CPG
674
Cornerstone Planning Group
New Jersey
$663K -$48.2K -125 -7%
IA
675
IFP Advisors
Florida
$662K -$6.17K -16 -0.9%
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